Month: June 2020

CRM Outlook, Dynamics CRM

In which case you can follow an appointment in CRM

You open your outlook and got an important appointment. Therefore you want to track this appointment to an entry in CRM. But in which of the cases are you allowed to track the appointment and why you might get the message “You can’t track this meeting because it was organized by another user”.

CRM Outlook, Customization, Dynamics CRM, Server-Side-Synchronization

Disable synchronizing birthdays of contacts to outlook

CRM synchronizes multiple attributes from crm to your outlook contacts and backwards. This includes the birthday of a contact. Based on this, you will get multiple notifications in your outlook, if you have many contacts.